00:00 Intro

3:23 Cybersecurity stocks: why now might be the time to buy?

8:55 AI in cyber investment and business

29:28 Microsoft is moving antivirus providers out of the Windows kernel

34:29 New AI Malware PoC Reliably Evades Microsoft Defender

37:08 VSCode Fork; Putting Millions at Risk

43:39 Extensions turn Trojan and infect 2.3M Chrome and Edge users

54:20 US government takes down major North Korean ‘remote IT workers’ operation

1:06:06 Phishing Training Doesn't Work

Cybersecurity stocks: why now might be the time to buy?

https://moneyweek.com/investments/tech-stocks/buy-cybersecurity-stocks

AI Is Driving A Shift Towards Outcome-Based Pricing

Cloudflare will now, by default, block AI bots from crawling its clients’ websites

Microsoft is moving antivirus providers out of the Windows kernel

https://www.theverge.com/news/692637/microsoft-windows-kernel-antivirus-changes

New AI Malware PoC Reliably Evades Microsoft Defender

https://www.darkreading.com/endpoint-security/ai-malware-poc-evades-microsoft-defender

Marketplace Takeover: How We Could’ve Taken Over Every Developer Using a VSCode Fork; Putting Millions at Risk

https://blog.koi.security/marketplace-takeover-how-we-couldve-taken-over-every-developer-using-a-vscode-fork-f0f8cf104d44

Massive browser hijack: extensions turn Trojan and infect 2.3M Chrome and Edge users

https://cybernews.com/security/chrome-edge-hijacked-by-eighteen-malicious-extensions

US government takes down major North Korean ‘remote IT workers’ operation https://techcrunch.com/2025/06/30/us-government-takes-down-major-north-korean-remote-it-workers-operation/

We've All Been Wrong: Phishing Training Doesn't Work

https://www.darkreading.com/endpoint-security/phishing-training-doesnt-work

Hosts:

Jerry Perullo (Founder, https://adversarial.com/)

Sounil Yu (Founder, https://www.knostic.ai/)

Mario Duarte (Founder, stealth startup)

Producer: Tillson Galloway